Price simulation and discounts [AX 2012]

To guarantee that discounts and prices are calculated correctly, be careful when you run price simulations on quotations that have discounts. Because all price simulations are treated as special discounts on the active quotation line or the whole quotation, you must track the differences in the discounts.

Trade agreements in Microsoft Dynamics AX can have four kinds of price discounts. These discounts can be set up for different items, customers, or price groups, and they can be limited by date. To avoid miscalculations, you must consider trade agreements when you run price simulations.

The four types of discounts in trade agreements are as follows:

Sales price – Separate sales prices can be specified for items. When quotation lines are created, the program searches for the correct sales price for an item and transfers it to the quotation lines. Therefore, a trade agreement that has this kind of discount does not affect the price simulation. The sales price that is used in the quotation line reflects the trade agreement.

Line discount – Special discounts are specified for items, depending on the amount that is ordered. Line amounts are typically reduced by the line discount before a price simulation is run. Therefore, a trade agreement that has this kind of discount affects the price simulation.

Multiline discount – If the combined amounts exceed the limit that you have defined, predefined combinations of ordered items trigger a discount on the whole order. Line amounts are typically reduced by the line discount before a price simulation is run. Therefore, a trade agreement that has this kind of discount affects the price simulation.

Total discount – If the combined amounts exceed the limit that you have defined, predefined ordered items trigger a discount on the whole order. The total discount is generated by the quotation lines. However, because the total discount is applied to the quotation total as a discount, it reduces the total amount of the quotation. Therefore, a trade agreement that has this kind of discount severely affects the price simulation.